7 Extension Documentation

This topic provides systematic instructions about the Extension Documentation in the Group Concentration Extension Process.

In this stage, the Group Concentration Extension document can be generated and downloaded.

Note:

In this chapter, only the procedure to generate and download the extension document is explained. For field level explanation, refer the Initiation chapter.
  1. From Home screen, click Tasks. Under Tasks, click Free Tasks.
    The Free Task page is displayed.

    Figure 7-1 Free Tasks

    Description of Figure 7-1 follows
    Description of "Figure 7-1 Free Tasks"
  2. Acquire & Edit the required documentation task.
    The Group Concentration Documentation - Customer Summary screen is displayed.

    Figure 7-2 Customer Summary


    Description of Figure 7-2 follows
    Description of "Figure 7-2 Customer Summary"

  3. View the Customer Summary and click Next.
    The Liability Details page is displayed.

    Figure 7-3 Liability Details


    Description of Figure 7-3 follows
    Description of "Figure 7-3 Liability Details"

  4. To go to the next page, Click Next.
    The Draft Generation page is displayed.

    Figure 7-4 Draft Generation


    Description of Figure 7-4 follows
    Description of "Figure 7-4 Draft Generation"

  5. Click the Generate icon next to the search icon. Draft document will be generated.
  6. Click the Download icon next to the search icon. Draft document will be downloaded.
  7. To go to the next page, click Next. The Comments page is displayed.
  8. Post comments for the Documentation stage, if required. Posted comment is displayed below the Comments box.
  9. To submit the documentation task, click Submit. The Policy Exception Summary window is displayed.
    By default, policy exceptions are displayed for both the party and child parties. To view the policy exceptions for particular party / child party, select the required party / child party from the drop down list at top left corner.
  10. Click the Checklist data segment.
  11. Select the Outcome as Proceed.
  12. Click Submit. The Group Concentration Extension application is moved to the Handoff stage.